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Transaction Management

In Part One of this two-part series in looking at how electronic signatures work inside a transaction management solution, Tricia Stamper of Florida Realtors shows what the experience looks like from an agent’s point of view. In Part Two, Stamper will show what the signature experience looks like from a clients’ point-of-view.

Going paperless is the fastest way for agents and brokers to improve their businesses, increase their profitability and give clients a better experience. Real estate is a mobile industry and agents are always on the go: in their home office, in their car, or meeting with clients at their home.

Today, by using a transaction management program such as Realtor-created and supported Form Simplicity, agents and brokers have the mobile tools to put contracts together anywhere. Agents are no longer chained to their desk and with Form Simplicity’s integration with eSign, electronic signatures can save every agent literally hours per transaction. That translates into increased profitability and productivity for agents.

Let’s first take a look at how easy and fast it is for an agent to use eSign technology, as shown inside Form Simplicity:

First, an agent can create an eSign session and quickly auto-populate their client information from the transaction contacts already inside Form Simplicity: (If the contact is not already in Form Simplicity, the agent can manually add them later in the process.)

This week, Realtors throughout the Sunshine State will assemble in Orlando for a meeting that is literally 100 years in the making. “Celebration100” is the Florida Realtors® annual Convention & Trade Expo, taking place Aug. 24-28, 2016, at the Rosen Shingle Creek Resort in Orlando.

It’s going to be a convention for the ages, from a 100th Birthday Party celebration featuring America’s number one private party band “Party On The Moon,” to the General Session featuring Jay Leno, the 22-year host of “The Tonight Show,” who is considered one of the greatest stand-up comics of all time.

The schedule is jammed-packed with three days of courses, meetings, and educational sessions that will explore the hottest topics of the day. The complete schedule with times and locations is online here.

Meet Us at the ExpoYou’ll find our Tech Helpline Internet Café onsite, where you can check email, get technical help from one of our experienced Tech Helpline analysts, or ask the Tech Helpline experts about Form Simplicity, MLSAdvantage, IDX or Florida Living Network.

At the Form Simplicity booth, we can demo the broker tools for you or answer any of your questions. For a little recreational fun, challenge one of our staff members to a foosball table or arcade game.

You’ll find both our Form Simplicity and Tech Helpline teams in the foyer in front of the Sebastian Ballroom where the Trade Expo is located.

We rely on technology in real estate today more than ever. But it seems we often take it for granted. Until we read the headlines, that is, and are reminded that with powerful technology comes the need for caution, care and responsibility in order to protect our clients and our own livelihood.

Did you know that nearly 30,000 websites are infected with malware every day? Target got hacked, and 70 million customers were affected. Over the last five years, 27 million Americans have faced identity theft. And that’s just the tip of the iceberg, according to the FBI, as Cyber Crime has become commonplace and it’s growing.

In fact, the FBI now has specially trained “cyber squads” at its headquarters and in each of its 56 field offices nationwide. They have even established new “Cyber Action Teams” that at a moment’s notice will travel to just about anywhere in the world to assist with computer intrusion cases.

That’s why, when dealing with one of the most important financial decisions someone will make in a lifetime – buying a home – every piece of software that touches confidential information must be truly secure. It’s why we built superior-level security into Form Simplicity, one of the most popular Transaction Management tools for real estate agents and brokers, created by Realtors and for Realtors and owned by Florida Realtors®.

Going paperless and reducing riskAgents need a key go-to technology to help digitize their workflow, and that is what Form Simplicity does. Transaction management software, for the novice, simply takes parts of an agent or broker’s job that are seen as time-consuming and often repetitive, and makes them much easier. Continue reading →

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Schedule a demo to learn more about Form Simplicity’s forms software and transaction solution program. See how agents can auto-populate content into Form Simplicity’s smart forms, use eSign to get offers signed quickly, and use collaboration and other productivity tools. Brokers, we’ll show you how to streamline transaction functions and review agent transactions with our Broker View dashboard.

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Form Simplicity does not share, sell, rent, or trade personally identifiable information with third parties for promotional reasons.